Berkshire Hathaway shares owned by Legend Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Legend Financial Advisors
from 13F filings
Historical chart of Legend Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Legend Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.7k | 460.26 |
| 2024-06-30 | $1.1M | 2.7k | 406.80 |
| 2024-03-31 | $1.1M | 2.7k | 420.52 |
| 2023-12-31 | $967k | 2.7k | 356.66 |
| 2023-09-30 | $957k | 2.7k | 350.30 |
| 2023-06-30 | $953k | 2.8k | 341.00 |
| 2023-03-31 | $857k | 2.8k | 308.77 |
| 2022-12-31 | $698k | 2.3k | 308.90 |
| 2022-09-30 | $588k | 2.2k | 267.03 |
| 2022-06-30 | $622k | 2.3k | 272.93 |
| 2022-03-31 | $707k | 2.6k | 272.97 |
| 2021-12-31 | $767k | 2.6k | 298.91 |
| 2021-09-30 | $707k | 2.6k | 272.97 |
| 2021-06-30 | $708k | 2.5k | 278.08 |
| 2020-12-31 | $584k | 2.5k | 231.93 |
| 2020-09-30 | $543k | 2.6k | 212.94 |
| 2020-06-30 | $523k | 2.9k | 178.50 |
| 2020-03-31 | $614k | 3.4k | 182.85 |
| 2019-12-31 | $766k | 3.4k | 226.76 |
| 2019-09-30 | $741k | 3.6k | 207.91 |
| 2019-06-30 | $759k | 3.6k | 212.96 |
| 2019-03-31 | $710k | 3.5k | 200.91 |
| 2018-12-31 | $709k | 3.5k | 204.32 |